LED gap to the end

In Taiwan in LED, yesterday (8) days billion light (2393) chairman Ye Yinfu pointed out that the current LED gap has been able to see at the end of this year, billion light revenue target annual growth rate reached 30% there is absolutely no problem, gross margin is expected to remain at 30%. Ye Yinfu and crystal electric (2448) chairman Li Bingjie yesterday at the Taiwan LED 30 years into the left Yi G that the book will be published in the second half of the year, Ye Yinfu said that despite the prospect, the second half of LED supply pulled, but the billion light see visibility of orders, still remain in the first half of the situation. Ye Yinfu predicts that in the second half of the revenue billion light year on the proportion of 45:55, especially in demand continues to improve, the third quarter of this year monthly revenue will have the opportunity to see 2 billion yuan water Huai, corporate estimates, in the first half of this year, billion light revenues of 7 billion 800 million yuan calculation, historical highs this year billion annual revenue of organic light will reach 17 billion 300 million yuan, annual revenue growth rate of more than 50%. In addition, crystal electric before investment Guangjia photoelectric, due to crystal electric to issue new shares, fears that the fear of dilution of equity, the influence of electric return on equity (ROE), so some legal person is not optimistic. In this regard, Li Bingjie also explained that the crystal electric Taigu, Guangjia investment, that is the pan crystal electric group, is the hope that the pan crystal electric group, each manufacturer customers do is the same, take the alliance cooperation between each other, but this year the crystal electric ROE rose to more than 10% water in the Huai River, may not be able to reach 1 years. Due to the recent sapphire substrate prices continued to rise, is expected to raise the price of electricity is crystal LED? Li Bingjie said this, now has turned up the sapphire substrate, but the stock company of the sapphire substrate is sufficient, so in terms of shipments, due to price increases will not have an impact, but the second half by quarter gross margin growth is more difficult.